CSDINVESCO EXCHANGE TRADED FD T
CUSIP 46137V159 · Yahoo Finance ↗ · Google Finance ↗
Invesco Exchange Traded Fd T (CSD) has 41 institutional holders in Filings Flow’s 13F database, together reporting 280.3K shares worth $31M as of Q1 2026. The largest reported holders are Chicago Partners Investment Group LLC, Private Advisor Group, LLC, and Lpl Financial LLC.
Institutional Holders
41
Q1 2026
Reported Value
$31M
Ticker
CSD
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Del-Sette Capital Management, LLC$167M AUM | 0.47% | $778,967 | 6.9K | Q1 2026 |
| Fulcrum Equity Management$136M AUM | 0.22% | $231,316 | 2.1K | Q1 2026 |
| Peak Asset Management, LLC$567M AUM | 0.20% | $1M | 9.9K | Q1 2026 |
| Institute for Wealth Management, LLC.$938M AUM | 0.19% | $2M | 15.8K | Q1 2026 |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.16% | $7M | 56.9K | Q1 2026 |
| Occidental Asset Management, LLC$844M AUM | 0.13% | $1M | 10.0K | Q1 2026 |
| Phocas Financial Corp.$637M AUM | 0.13% | $833,722 | 7.4K | Q1 2026 |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.06% | $219,249 | 1.8K | Q1 2026 |
| Hikari Tsushin, Inc.$1.5B AUM | 0.04% | $552,397 | 4.9K | Q1 2026 |
| Harbor Asset Planning, Inc.$119M AUM | 0.02% | $24,187 | 215 | Q1 2026 |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 37.0K | Q1 2026 |
| Costello Asset Management, INC$289M AUM | 0.01% | $40,140 | 356 | Q1 2026 |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.00% | $259,130 | 2.3K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $430,586 | 3.8K | Q1 2026 |
| DUNCKER STREETT & CO INC$526M AUM | 0.00% | $11,267 | 100 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 12.0K | Q1 2026 |
| FIRST MANHATTAN CO. LLC.$36.1B AUM | 0.00% | $508,683 | 4.5K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $3M | 28.2K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $454,330 | 4.0K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $316,960 | 2.8K | Q1 2026 |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $209,434 | 2.1K | Q4 2025OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $1M | 10.2K | Q1 2026 |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $502,434 | 4.6K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $203,023 | 1.8K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $48,951 | 491 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $45,067 | 400 | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 19.1K | Q1 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $46,216 | 410 | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $370,150 | 3.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $401,426 | 3.6K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $737,176 | 7.4K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $392,300 | 3.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $219,697 | 1.9K | Q1 2026 |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $5,633 | 50 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $1,841 | 16 | Q1 2026 |
| CITIGROUP INC$234.5B AUM | 0.00% | $27,378 | 243 | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $319,416 | 3.4K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $49,866 | 500 | Q4 2025OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $8,337 | 74 | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $56,000 | 750 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $12,408 | 110 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $20,445 | 181 | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $901 | 8 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $5 | 0 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.